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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2006-10-24
  • KS RA
    APPROVED
    Since 2006-10-24

Branch Locations

3450 N Rock Road Suite #301-B, Wichita, KS 67226 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Augusta KS 11/2002 Present
Nylife Securities Augusta KS 01/2000 Present
Eagle Strategies Llc Augusta KS 10/2006 Present
Myers Financial Navigation Wichita KS 10/2015 Present
Generation Strategies, Llc Wichita KS 11/2016 08/2024
  • 11/2002 → Present
    New York Life Insurance Company
    Augusta, KS
  • 01/2000 → Present
    Nylife Securities
    Augusta, KS
  • 10/2006 → Present
    Augusta, KS
  • 10/2015 → Present
    Myers Financial Navigation
    Wichita, KS
  • 11/2016 → 08/2024
    Generation Strategies, Llc
    Wichita, KS
Other Businesses

[APPOINTED WITH VARIOUS INSURANCE COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS;INSURANCE BROKER; INVESTMENT RELATED;start date 05/2006] [OPERATING UNDER THE DBA NAME OF MYERS FINANCIAL NAVIGATION FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WICHITA, KS; START DATE: 10/2015] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 09/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-17
S63 Uniform Securities Agent State Law Examination 2003-01-04
  • S65 Uniform Investment Adviser Law Examination
    2006-10-17
  • S63 Uniform Securities Agent State Law Examination
    2003-01-04

View on SEC IAPD

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